See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,830 | $90,503+49.0% | $78,689+71.3% | $273,961-50.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.54% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,228 | $3,176-29.8% | $2,851-21.8% | $4,869-54.2% |
| Participant deferral / active EE | $8,200 | $3,901+110.2% | $3,517+133.2% | $5,287+55.1% |
| Admin fee / account holder | $476 | $5,263-90.9% | $4,510-89.4% | $10,132-95.3% |